Pritam Dhavale
Wealth Compounders · Wesley Chapel, Florida
Pritam Dhavale is a fee-only financial advisor at Wealth Compounders in Wesley Chapel, Florida. Pritam focuses on retirement planning and estate & legacy planning. Wealth Compounders reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wealth Compounders |
|---|---|
| Based in | Wesley Chapel, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $10.2M across 73 accounts |
| SEC registration | Investment adviser representative in FL, NJ, NY · CRD 6597567 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthcompoundersllc.com |
How Pritam's firm compares
- Wealth Compounders's average account is about $140,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Pritam
Is Pritam Dhavale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pritam holds no broker registration, and Wealth Compounders reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pritam charge for financial advice?
Pritam's firm, Wealth Compounders, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Pritam Dhavale based?
Pritam Dhavale is based in Wesley Chapel, Florida.
What does Pritam specialize in?
Pritam's specialties include retirement planning and estate & legacy planning.
Is Pritam Dhavale registered with the SEC?
Yes. Pritam Dhavale is registered as an investment adviser representative in FL, NJ and NY (CRD 6597567), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Compounders manage?
Wealth Compounders reports $10.2M across 73 accounts in assets under management.
How do I contact Pritam Dhavale?
Through Pritam's website, www.wealthcompoundersllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealth Compounders website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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